Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,732
shares
|
$594,283
0.02% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,727
shares
|
$592,568
0.03% of portfolio
|
Q2 2022
Added 14.37%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,725
shares
|
$591,882
0.0% of portfolio
|
Q3 2025
Added 84.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,715
shares
|
$588,450
0.01% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
1,703
shares
|
$584,333
0.01% of portfolio
|
Q3 2025
Added 89.01%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
1,698
shares
|
$582,617
0.04% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,690
shares
|
$579,872
0.01% of portfolio
|
Q3 2025
Added 238.0%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
1,683
shares
|
$577,470
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
1,655
shares
|
$567,863
0.21% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,654
shares
|
$567,520
0.01% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,638
shares
|
$562,030
0.02% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
1,622
shares
|
$556,540
0.01% of portfolio
|
Q3 2025
Reduced 41.47%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
1,600
shares
|
$548,992
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,589
shares
|
$545,217
0.02% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
1,585
shares
|
$543,845
0.04% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,581
shares
|
$542,472
0.0% of portfolio
|
Q3 2025
Reduced 48.74%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,571
shares
|
$539,041
0.0% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
1,545
shares
|
$530,120
0.0% of portfolio
|
Q3 2025
Added 140.65%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,535
shares
|
$526,689
0.02% of portfolio
|
Q3 2025
Reduced 31.53%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
1,529
shares
|
$524,630
0.0% of portfolio
|
Q3 2025
Added 17.34%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,521
shares
|
$521,885
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,520
shares
|
$521,542
0.05% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,518
shares
|
$520,856
0.03% of portfolio
|
Q3 2025
Added 27.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,518
shares
|
$520,856
0.24% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
1,511
shares
|
$518,454
0.0% of portfolio
|
Q3 2025
Added 216.77%
|
|